Quote lines store information about products that a sales rep has quoted. With certain page layout and field-level security settings, some fields aren’t visible or editable. Required Editions Available in: All Salesforce CPQ Editions
What is a quote line?
Quote lines store information about products that a sales rep has quoted. With certain page layout and field-level security settings, some fields aren’t visible or editable. Important Fields that appear in the quote line editor are defined by the Line Editor field set, which is defined on the Quote, Quote Line, and Quote Line Group objects.
How do I use the quote line editor?
The quote line editor lets you view all your quote lines and apply changes across the entire quote or to individual lines. If your quote line editor shows a field above your quote line list, you can edit that field and then save or calculate the quote to apply the field across all your quote lines.
How can my sales reps customize the quote line editor?
Your sales reps can edit those fields and save or calculate the quote to apply the field across all the quote’s quote lines. To give sales reps the ability to customize the layout of the quote line editor, add the ability to resize column widths.
How do I apply a quote across all my quote lines?
If your quote line editor shows a field above your quote line list, you can edit that field and then save or calculate the quote to apply the field across all your quote lines. You typically use this process for applying quote-wide discounts or markups—for example, through the Additional Discount (%) or Markup (%) fields.
What is a quote line in CPQ?
The core of CPQ is Quote & Quote Lines. Quote Line Editor is the user interface Salesforce CPQ provides the Sales Reps to add or remove products, apply discounts and markups, and calculate prices for their quote.
What is a quote line item?
Quoted line items include the quantity, prices, and discounts specific to a single product or service. Since a quote is made up of one or more quoted line items, you will most often create quoted line items while creating the quote itself.
What is the difference between opportunity and quote in Salesforce?
So to recap, a quote is both the document you give the customer and the electronic record of quote data. Your opportunity is where you go to create a new quote. You can create many quotes on that opportunity, but only one can be your primary quote.
How do I create quote lines in Salesforce?
Create and Manage QuotesClick New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity.Complete the fields.Save your changes. A unique quote number is added.
What is order line item in Salesforce?
In simple words, Order line items(also known as Order Products) refers to the Products associated with an Order. You cannot have Order line items under the Products object. Because Order line items refers to Products only ie. those Products which are assosciated with an Order.
How do you find opportunity line items in Salesforce?
Then create Opportunity Product report by going to the Reports tab | Create New Custom Report | Choose Opportunities in the Report drop down menu | Choose Opportunities with Products | Choose your Report Format | Go to Select Columns | In the Custom Opportunity Product Information section, choose "LineItemID" and " ...
Why do we use quotes in Salesforce?
Quotes in Salesforce represent the proposed prices of your company's products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity.
What is the purpose of a sales quotation?
A sales quotation or business sale quote is a document that allows a potential buyer/customer to view the cost involved in purchasing specific services or products. It is generally used by suppliers or resellers to begin a business transaction.
Can I create quote without opportunity?
By default, Quote has master-detail relationship with Opportunity . So, a quote cannot exist without a parent opportunity.
How do I create a quote in Salesforce CPQ?
Navigate to an Opportunity. Click New Quote. Verify that the layout is accurate and the predefined field values ('Account', 'Opportunity' 'Sales Rep', 'Primary', etc) have been set. Create the Quote and click Save.
Is CPQ part of Salesforce?
CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario.
Does Salesforce need CPQ?
Salesforce CPQ is typically a good fit when: Product pricing relies on complicated Excel worksheet formulas. Extremely dynamic terms & conditions. Mix of wholesales, professional service sales, partner distribution resells, subscriptions, volume-based discounting. Very complicated approvals process or legal review.
Special Access Rules
The user must have “Edit” permissions on Quote records in order to create or update quote line items on a quote. The user must have “Edit” permissions on Quote records to delete a quote line item.
Usage
A Quote record can have QuoteLineItem records only if the Quote has a Pricebook2. A QuoteLineItem must correspond to a Product2 that is listed in the quote's Pricebook2.
Effects on Quotes
Creating a QuoteLineItem increments the Quote value by the TotalPrice of the QuoteLineItem.
Associated Objects
This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.
Can sales reps change quantity in Salesforce?
Sales reps can typically change quantity on the Quote Line Editor , but if you’re trying to control quantities within the bund le you may not want them to make changes. The Option Type field on the option tells Salesforce CPQ exactly what to do with quantity.
Can sales reps change quantities in Quote Line Editor?
Note: Be careful when using Related Products, since sales reps can change their quantities in the Quote Line Editor. You can set up a bundle to control what changes the sales rep can make during configuration, but those controls are not in effect after configuration on the Quote Line Editor.
